We believe your financial portfolio should be as unique as you

Welcome to your financial future with Coastal View Wealth Management, under independent advisors of LPL Financial. As your financial advisors, we are committed to empowering individuals, families and small businesses through informed and strategic investment choices.

Our mission goes beyond managing your assets. We create tailored portfolios, sculpt retirement blueprints and lay out comprehensive long-term financial paths. Our esteemed clientele entrusts us for our unwavering dedication to all-encompassing asset management and steadfast financial guidance.

But first, let's start with you. We are eager to delve into your unique financial narrative, assess your current investments, and immerse ourselves in your aspirations. Be it charting the course for a blissful retirement, funding a world-class education or elevating your economic standing, we are here to crystallize your dreams. Our commitment is to bring your financial goals to life and craft strategies that align with your comfortable level of risk. Embark with us as we guide your journey in building a legacy and fulfilling your financial aspirations.

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Our Services

Financial Planning Discovery

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Retirement Planning

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Investment Planning

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Tax Management

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Risk Management

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Estate Planning

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Education Funding

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Employee and Executive Benefits

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Our Team

Shawn Quella

Financial Advisor
LPL Investment Advisor Representative
Coastal View financial advisor Shawn Quella has more than a decade of wealth management experience and his true passion lies in helping his valued...

Gary Frank

LPL Branch Manager
Financial Advisor
LPL Investment Advisor Representative
Coastal View financial advisor Gary Frank has more than three decades of financial planning experience and is dedicated to helping his valued clients...

Erika Peterson

Office Manager
Coastal View office manager Erika Peterson has more than eight years of financial services experience, she is an administrative lead providing client...

Tina Busse

Office Assistant
Coastal View office assistant Tina Busse has more than ten years of project management experience. Tina is from the Madison area of Wisconsin. She has...

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.